Wealth Management Strategy Manager Role

Drive innovation in wealth management at Advisor Solutions by Purpose as an Advisor Consolidation Strategy Manager. Focus on enhancing client experiences and operational efficiency in a flexible work model.
This pivotal role emphasizes managing advisor consolidation initiatives that fuel asset under management (AUM) growth. You will partner with senior leadership to devise actionable strategies, ensuring seamless integration of advisory processes and innovative service models. Your expertise in operational delivery will be critical to enhancing client satisfaction and business efficiency.
Key Responsibilities:
• Directly manage advisor consolidation initiatives for optimal growth
• Operationalize innovative service delivery models across channels
• Ensure smooth integration of advisory and investor operations
• Design and manage AI-driven performance dashboards
• Flag and redesign processes ripe for improvement
Requirements:
• 4–8 years in wealth management o...